Some time ago I discovered a document about organising a paper planner as if you were starting from nothing. It was written by David Allen of Getting Things Done fame.
David Allen free PDF ORGANIZING A PAPER PLANNER is available on his website.
He recommends for Getting Things Done:
- Notes/In... is a trusted place to freely capture input as it occurs, without having to analyse or organize it. It is the first section, because it can come into play instantly, anywhere.
- The next most frequently accessed information will be the actions you need or want to take at any time. They are best organized in three sections (and most likely viewed in this order):
- Calendar... is the first place you’ll look to know what has to be handled today, and how much time you’ll have otherwise to deal with all the other things you have to do, which you’ll see on your Action Lists.
- Actions Lists... which let you know all the single actions and next steps on your projects, to be done as soon as you can get to them.
- Agendas... hold all the reminders for items to discuss with people and in meetings.
- When you are in control of all of the above, you will next want to connect and update all your actions by reviewing:
- Projects/Goals... which will remind you of the final outcomes you want to accomplish. For some of these, you will want more detailed...
- Project Plans/Notes... which will ensure greater comfort that you have all the right action steps needed to move things forward effectively.
I adapted the above to my own requirements and I went with:
- Notes In - Basically the same function as recommended above.
- Planner - This is my Enhanced TM Week per View for all my future and daily planning requirements.
- Journal - For this I use my Week on per View Journal insert which records all or most of the things I have been doing in the last day or so throughout the year. I don't keep all 12 months of this insert in the organiser though.
- To-Do - I use these sheets for long term goals, so I have a 'House' sheet, 'Personal' sheet etc, on those I just list the headings and some details of things I hope to get done in the coming year.
- Notes - Stuff I jot down for projects, Philofaxy posts, random websites to record them somewhere before I file them some where more appropriate.
- Information - This is where I store my maps and reference information.
- Address A-Z- All of my contact sheets printed off from the Filofax Address Book Software which I've been using successfully this last couple of years.